Schill Insurance Selects Applied EpicOnline

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Leading multi-branch brokerage also adopts Applied PerformanceManagement to increase data-driven business insights.

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Applied Systems today announced that Schill Insurance Brokers Ltd. has selected Applied EpicOnline, the cloud-hosted version of the insurance industry’s fastest-growing brokerage management system, to standardize business operations and servicing across all six regional offices. Schill Insurance also selected Applied PerformanceManagement to visually understand business trends, client portfolio development, employee operations and insurer relationships, to make more data-driven decisions to drive growth and profitability.

Applied EpicOnline delivers the most technologically advanced software to brokerages to enable faster growth and profitability in a changing insurance marketplace. Applied EpicOnline provides a single, integrated application for brokerages to manage all of their customer relationships, policy and benefits administration and financial accounting more efficiently. The system seamlessly integrates other applications and provides scalability for brokerages with multiple, global locations to manage expansion and business growth. Hosted in Applied Systems’ secure Tier III+ data centres, Applied EpicOnline provides the benefits of the cloud’s anytime, anywhere access to information and cost savings, as well as eliminates the need for brokerages to manage hardware, IT and security.

“Our focus at Schill is to provide simple, personalized and thorough customer service to each of our clients, requiring consistent internal procedures and documentation across all of our offices,” said Kari Schill, operations manager and partner at Schill Insurance Brokers Ltd. “With Applied EpicOnline, we will benefit from a single view into our book of business and standardized workflows, enabling our staff to more easily identify client coverage gaps and reduce time spent on duplicative tasks from branch to branch. Additionally, through Applied PerformanceManagement, we will be able to gain new levels of insights on our business performance and better measure against future goals as we introduce new products and promotions to our growing customer base.”

Applied PerformanceManagement is the first purpose-built business intelligence solution for independent insurance brokerages. As an integrated software application, Applied PerformanceManagement allows executives to obtain greater business insights from their existing management system data to make quicker, more informed business decisions. Applied PerformanceManagement presents data in an easy-to-understand visual interface with graphical reports that deliver multiple levels of analysis on key performance business indicators for a brokerage’s book of business, employee operations and insurer relationships to drive greater employee productivity and increase profitable relationships with clients and insurers.

“Today’s data-driven economy is requiring leading brokerages to leverage software solutions that automate daily business operations and provide enterprise-wide visibility, enabling them to manage, process and understand their existing data more thoroughly,” said Jeff Purdy, senior vice president of International Operations, Applied Systems. “With Applied software, Schill Insurance will be able to provide a seamless company-wide client experience and more quickly identify new market opportunities, while leveraging the flexibility of the cloud to manage growth efficiently and effectively.”

About Applied Systems
Applied Systems is a leading provider of software that powers the business of insurance. Recognized as a pioneer in insurance automation and data exchange between brokerages, insurers and their clients, Applied is the world’s largest provider of agency and brokerage management systems. Automating the insurance lifecycle for more than 12,000 agencies and brokerages and 350 insurers worldwide, Applied enables millions of people around the world to safeguard and protect what matters most.

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Courtney Rains
Applied Systems
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